Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTALF (Retailors Ltd) | NA | 10.24% | 9.33% | NA | NA | NA | NA | … | … |
Data as of 06/30/2025, Common starting date is 08/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTALF (Retailors Ltd) | 08/09/2021 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.24 | 9.33 | NA | NA | NA | NA | … | … | 6.38 | 10.86 | 10.81 | 1.87 | 33.30 |
| Sharpe Ratio | NA | 0.98 | 0.92 | NA | NA | NA | NA | … | … | 1.17 | 1.10 | 1.06 | 0.34 | 2.49 |
| Standard Deviation(%) | NA | 7.18 | 6.53 | NA | NA | NA | NA | … | … | 8.91 | 6.56 | 6.79 | 1.31 | 42.16 |
| Draw Down(%) | NA | 0.02 | 0.02 | NA | NA | NA | NA | … | … | 0.02 | 0.02 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 9.51 | 8.71 | 7.46 | 3.73 | 2.49 | 1.87 | … | … | 5.99 | 10.12 | 10.04 | 1.84 | 0.00 |
Data as of 06/30/2025, Common starting date is 08/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTALF (Retailors Ltd) |
7.76%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTALF (Retailors Ltd) |
18.60%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart